Loymax, 2025
From version 12.1
edited by Vera Retyeva
on 2025/05/07 11:00
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To version 19.1
edited by Vera Retyeva
on 2025/07/02 08:11
Change comment: There is no comment for this version

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13 13  (% class="table-bordered" %)
14 14  |(% style="width:346px" %)(((
15 15  (% class="lead" %)
16 -[[Summary>>doc:.Review.WebHome]]
16 +[[Summary>>doc:.Overview.WebHome]]
17 17  )))|(% style="width:1056px" %)(((
18 18  Dashboard with summary analytics on the customer base:
19 19  
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26 26  (% class="lead" %)
27 27  [[Customers>>doc:.Customers.WebHome]]
28 28  )))|(% style="width:1056px" %)(((
29 -* [[Customer information>>doc:.Customers.All_clients.WebHome]]. List of customers and customer profiles. Easy search by personal details and purchases.
29 +* [[Customer information>>doc:Main.Usage.Smart_Communications.Customers.All_customers.WebHome]]. List of customers and customer profiles. Easy search by personal details and purchases.
30 30  * [[User segments>>doc:.Customers.User_segments.WebHome]]. Creation and editing customer segments in the [[Segment Builder>>doc:.Customers.User_segments.Segment_builder.WebHome]]. [[Metrics >>doc:.Customers.User_segments.Segment_builder.Metrics.WebHome]]applied in the **Segment Builder**. [[Examples of building segments in Smart Communications>>doc:.Customers.User_segments.Segment_builder.Segment_examples.WebHome]].
31 -* [[RFM segments>>doc:.Customers.RFM_segments.WebHome]] — segmentation of customers based on their purchase data: purchase recency, purchase frequency and amount of money spent by customers.
32 -* [[Target audiences>>doc:.Customers.Tags.WebHome]] (TA). Adding customers to a target audience. Managing the list of target audiences. [[Import of target audiences>>doc:.Customers.Tags.WebHome||anchor="H41843C43F43E44044244643543B43543244B44543044343443844243E440438439"]].
31 +* [[RFM segments>>doc:.Customers.RFM_segmentation.WebHome]] — segmentation of customers based on their purchase data: purchase recency, purchase frequency and amount of money spent by customers.
32 +* [[Target audiences>>doc:.Customers.Target_audiences.WebHome]] (TA). Adding customers to a target audience. Managing the list of target audiences. [[Import of target audiences>>doc:.Customers.Target_audiences.WebHome||anchor="HImportingtargetaudiences"]].
33 33  )))
34 34  |(% style="width:346px" %)(((
35 35  (% class="lead" %)
36 -[[Campaigns>>doc:.Campaign_list.WebHome]]
36 +[[Campaigns>>doc:.Campaigns.WebHome]]
37 37  )))|(% style="width:1056px" %)(((
38 -* [[Creating and editing>>doc:.Campaign_list.Campaigns_Creation.WebHome]] campaigns.
39 -* Adding [[triggers>>doc:.Campaign_list.Triggers.WebHome]] and [[actions >>doc:.Campaign_list.Actions.WebHome]]to a campaign.
40 -* [[Campaign report>>doc:.Campaign_list.Campaign_report.WebHome]] viewing.
41 -* Work with [[abandoned cart>>doc:.Campaign_list.Abandoned_cart.WebHome]]. [[JS tracker>>doc:Main.Integration.Integration_of_SC.JS_tracker.WebHome]].
42 -* [[Instant campaigns>>doc:.Campaign_list.Campaign_recipes.WebHome]].
38 +* [[Creating and editing >>doc:.Campaigns.Campaign_creation.WebHome]]campaigns.
39 +* Adding [[triggers>>doc:.Campaigns.Triggers.WebHome]] and [[actions>>doc:.Campaigns.Actions.WebHome]] to a campaign.
40 +* [[Campaign report>>doc:.Campaigns.Report.WebHome]] viewing.
41 +* Work with [[abandoned cart>>doc:.Campaigns.Abandoned_cart.WebHome]]. [[JS tracker>>doc:Main.Integration.Smart_Com_Integration.JS_tracker.WebHome]].
42 +* [[Instant campaigns>>doc:.Campaigns.Instant_campaigns.WebHome]].
43 43  )))
44 44  |(% style="width:346px" %)(((
45 45  (% class="lead" %)
46 -[[Mass messaging>>doc:.Mass_mailings.WebHome]]
46 +[[Mass messaging>>doc:.Mass_messaging.WebHome]]
47 47  )))|(% style="width:1056px" %)(((
48 -* [[Creating >>doc:.Mass_mailings.WebHome]]mass messaging. Mailing [[settings>>doc:.Mass_mailings.mailing_settings.WebHome]].
49 -* [[Email mass messaging>>doc:.Mass_mailings.Emails.WebHome]] and [[templates>>doc:.Mass_mailings.Emails.Templates.WebHome]] for emails.
50 -* [[SMS >>doc:.Mass_mailings.SMS_mailings.WebHome]]mass messaging. Viber > SMS cascade mailings.
51 -* [[Push mass messaging>>doc:.Mass_mailings.Push_mailings.WebHome]] to a group of customers.
52 -* Personalisation of mailings using the [[Template Engine>>doc:.Mass_mailings.Template_builder.WebHome]].
53 -* [[Messaging Calendar>>doc:.Mass_mailings.Mailing_calendar.WebHome]], [[report>>doc:.Mass_mailings.Mailing_report.WebHome]] and visualisation of the mailing volume.
54 -* [[Recommendations for quality mailings>>doc:.Mass_mailings.High-quality_mailings_recommendations.WebHome]]: [[Postmaster settings>>doc:.Mass_mailings.High-quality_mailings_recommendations.Post_master.WebHome]], [[DNS>>doc:.Mass_mailings.High-quality_mailings_recommendations.DNS_configuring.WebHome]] and [[Avatar for email>>doc:.Mass_mailings.High-quality_mailings_recommendations.Mail_avatar.WebHome]]. [[IP address warming up>>doc:.Mass_mailings.High-quality_mailings_recommendations.Mail_avatar.WebHome]] and [[Blacklist exit>>doc:.Mass_mailings.High-quality_mailings_recommendations.Blacklist.WebHome]].
55 -* [[Quality of contact information>>doc:.Mass_mailings.Contact_data_quality.WebHome]].
56 -* [[A/B testing >>doc:.Mass_mailings.A_B_testing.WebHome]]in a mailing.
57 -* [[Synchronization of subscriptions >>doc:.Mass_mailings.Mailing_Loyalty_SC.WebHome]] in case of integrated Loymax Loyalty and Smart Communications modules.
48 +* [[Creating>>doc:.Mass_messaging.WebHome]] mass messaging. Mailing [[settings>>doc:.Mass_messaging.Mailing_settings.WebHome]].
49 +* [[Email mass messaging>>doc:.Mass_messaging.Email_mass_messaging.WebHome]] and [[templates >>templates]]for emails.
50 +* [[SMS mass messaging>>doc:.Mass_messaging.SMS_mass_messaging.WebHome]]. Viber > SMS cascade mailings.
51 +* [[Push mass messaging>>doc:.Mass_messaging.Push_mass_messaging.WebHome]] to a group of customers.
52 +* Personalization of mailings using the [[Template Engine>>doc:.Mass_messaging.Template_engine.WebHome]].
53 +* [[Messaging calendar>>doc:.Mass_messaging.Messaging_calendar.WebHome]], [[report >>doc:.Mass_messaging.Mailing_report.WebHome]]and visualization of the mailing volume.
54 +* [[Quality of contact information>>doc:.Mass_messaging.Contact_data_quality.WebHome]].
55 +* [[A/B testing>>doc:.Mass_messaging.A_B_testing.WebHome]] in a mailing.
56 +* [[Synchronization of subscriptions>>doc:.Mass_messaging.Subscription_synchronization.WebHome]]  in case of integrated Loymax Loyalty and Smart Communications modules.
58 58  )))
59 59  |(% style="width:346px" %)(((
60 60  (% class="lead" %)
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67 67  (% class="lead" %)
68 68  [[Promocodes>>doc:.Promo_codes.WebHome]]
69 69  )))|(% style="width:1056px" %)(((
70 -* [[Promocodes generation and impot>>doc:.Promo_codes.WebHome]] in Smart Communications.
69 +* [[Promocodes generation and import>>doc:.Promo_codes.WebHome]] in Smart Communications.
71 71  * Issue of promocodes and their use in the [[Segment Builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
72 72  )))
73 73  |(% style="width:346px" %)(((
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74 74  (% class="lead" %)
75 75  [[Control groups>>doc:.Control_groups.WebHome]]
76 76  )))|(% style="width:1056px" %)(((
77 -* [[Creating >>doc:.Control_groups.WebHome]]control groups and use of control groups in [[mass messaging>>doc:.Mass_mailings.WebHome]] and [[campaigns>>doc:.Campaign_list.WebHome]].
78 -* Evaluation how the communication affects customer behaviour in a segment using control groups via [[mailing reports>>doc:.Mass_mailings.Mailing_report.WebHome]] and [[campaign reports>>doc:.Campaign_list.Campaign_report.WebHome]].
76 +* [[Creating >>doc:.Control_groups.WebHome]]control groups and use of control groups in [[mass messaging>>doc:.Mass_messaging.WebHome]] and [[campaigns>>doc:.Campaigns.WebHome]].
77 +* Evaluation how the communication affects customer behaviour in a segment using control groups via [[mailing reports>>doc:.Mass_messaging.Mailing_report.WebHome]] and [[campaign reports>>doc:.Campaigns.Report.WebHome]].
79 79  )))
80 80  |(% style="width:346px" %)(((
81 81  (% class="lead" %)
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85 85  * Managing [[field >>doc:.Settings_SC.Data_field.WebHome]]sets for various objects used in Smart Communications. Managing the [[order of fields in Customer Profile>>doc:.Settings_SC.Data_field.Views_management.WebHome]].
86 86  * Managing [[dictionaries>>doc:.Settings_SC.Directories.WebHome]]. Adding new elements to a dictionary. System dictionary [[Unsubscribe reasons>>doc:.Settings_SC.Directories.WebHome||anchor="H42143844144243543C43D44B43944143F44043043243E44743D43843A2241F44043844743843D44B43E44243F43844143A43822"]].
87 87  * Creating a [[group of watchers>>doc:.Settings_SC.Observers.WebHome]] that will participate in mailings.
88 -* Управление [[пользователями>>doc:.Settings_SC.Users.WebHome]], для которых выдаются права по работе с продуктом Smart Communications.
89 -* Создание и редактирование [[категорий рассылок>>doc:.Settings_SC.Mailing_categories.WebHome]] при [[массовых рассылках>>doc:.Mass_mailings.WebHome]] клиентам.
90 -* Формирование [[глобальных контрольных групп>>doc:.Settings_SC.Global_control_group.WebHome]] для оценки эффективности коммуникационных кампаний и оптимизации стратегии маркетинга и коммуникации.
91 -* [[Работа с контейнерами>>doc:Main.Integration.Integration_of_SC.JS_tracker.WebHome||anchor="05"]] — индивидуальными клиентскими списками товаров.
92 -* Идентификация каталогов товаров. Создание [[классификаторов>>doc:.Settings_SC.Classifiers.WebHome]] и их использвание в [[Построителе сегментов>>doc:.Customers.User_segments.Segment_builder.WebHome]].
93 -* Отслеживание [[источников событий>>doc:.Settings_SC.Event_sources.WebHome]] и их использование в [[Построителе сегментов>>doc:.Customers.User_segments.Segment_builder.WebHome]].
94 -* Отслеживание [[истории действий>>doc:.Settings_SC.History.WebHome]], совершенных пользователями через АРМ.
95 -* Настройка [[оформления>>doc:.Settings_SC.Design.WebHome]] страниц отписки и опросов.
87 +* Managing System access for [[users>>doc:.Settings_SC.Users.WebHome]] that are granted permissions to work with Smart Communications.
88 +* Creating and editing [[mailing categories>>doc:.Settings_SC.Mailing_categories.WebHome]] when sending [[mass messages>>doc:.Mass_messaging.WebHome]] to customers.
89 +* Creating [[global control groups>>doc:.Settings_SC.Global_control_group.WebHome]] to assess efficiency of communication campaigns and optimize the marketing and communication strategy.
90 +* [[Work with containers>>doc:Main.Integration.Integration_of_SC.JS_tracker.WebHome||anchor="05"]]. i.e. individual product lists of customers.
91 +* Identification of product catalogues. Information of how to create [[classifiers >>doc:.Settings_SC.Classifiers.WebHome]] and apply them in the [[Segment builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
92 +* Tracking [[sources of events >>doc:.Settings_SC.Event_sources.WebHome]] and using them in the [[Segment builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
93 +* [[Actions log >>doc:.Settings_SC.History.WebHome]]that allows to tracks user actions in the Platform.
94 +* Customising [[design >>doc:.Settings_SC.Design.WebHome]]for polls and unsubscribe pages.
96 96  )))
97 97  )))
98 98  
99 99  (% class="box" %)
100 100  (((
101 -**Об интеграции Loymax Smart Communications читайте в отдельных разделах:**
100 +**Information about integration of Loymax Smart Communications can be found in separate sections:**
102 102  
103 -* [[Интеграция>>doc:Main.Integration.Integration_of_SC.WebHome]] Smart Communications
104 -* Smart Communications [[REST API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]]
102 +* [[Integration>>doc:Main.Integration.Smart_Com_Integration.WebHome]] of Smart Communications
103 +* Smart Communications [[REST API>>doc:Main.Integration.Smart_Com_Integration.Data_exchange.SmC_API.WebHome]]
105 105  )))
106 106  
107 107  
108 -|(% style="border-color:white; width:20%" %){{lightbox image="smart_comm_roles.png" width="450"/}}|(% style="border-color:white" %)(((
109 -Разделы Smart Communications отображаются пользователю в зависимости от его роли и [[прав доступа>>doc:.Settings_SC.Users.WebHome||anchor="H41F44043043243043443E44144244343F430"]].
107 +|(% style="border-color:white; width:20%" %)[[image:Roles_SMC.png]]|(% style="border-color:white" %)(((
108 +Smart Communications sections are displayed to users depending on their roles and [[access rights>>doc:.Settings_SC.Users.WebHome||anchor="H41F44043043243043443E44144244343F430"]].
110 110  
111 -Для работы с продуктом Smart Communications в разделе [[Права - роли>>doc:Main.Using.MMP.Configurations.Rights_and_roles.WebHome]] необходимо выдать пользователю следующие права:
110 +To work with the Smart Communications module, it is required to grant the following permissions to a user in the [[Permissions and roles>>doc:Main.Using.MMP.Configurations.Rights_and_roles.WebHome]] section:
112 112  
113 -* **Пользователь АРМ имеет доступ к разделу Smart Communications.**
112 +* **Platform user has the permission to view Smart Communications section.**
114 114  
115 -А также одно из следующих прав (в зависимости от роли пользователя):
114 +As well as one of the following permissions (depending on the user role):
116 116  
117 -* **Пользователь АРМ имеет права оператора контакт-центра на модуль Smart Communications**;
118 -* **Пользователь АРМ имеет права маркетолога на модуль Smart Communications**;
119 -* **Пользователь АРМ имеет права аналитика на модуль Smart Communications**;
120 -* **Пользователь АРМ имеет права дизайнера на модуль Smart Communications**;
121 -* **Пользователь АРМ имеет право на просмотр и редактирование кампаний в модуле Smart Communications**;
122 -* **Пользователь АРМ имеет права администратора на модуль Smart Communications**.
116 +* **Platform user has the Call Centre Operator permissions on Smart Communications module**;
117 +* **Platform user has the Marketer permissions on Smart Communications module**;
118 +* **Platform user has the Senior Marketer permissions on Smart Communications module**;
119 +* **Platform user has the Analyst permissions on Smart Communications module**;
120 +* **Platform user has the Designer permissions on Smart Communications module**;
121 +* **Platform user has the permission to view and edit campaigns in Smart Communications module**;
122 +* **Platform user has the Administrator permissions on Smart Communications module**.
123 123  )))
124 124  |(% colspan="2" style="border-color:white; width:20%" %)(% class="box infomessage" %)
125 125  (((
126 -**Примечания:**
127 -
128 -* Для всех пользователей (кроме администратора) необходимо выдать дополнительно право **Пользователь АРМ имеет право просматривать партнёров**.
129 -* Для работы с методами API нужно выдать право **Пользователь АРМ имеет права к API на модуль Smart Communications**.
130 -)))
131 -
132 -(% class="box" %)
133 -(((
134 -**Read also:**
135 -
136 -* [[Общая информация о продукте Loymax Smart Communications >>doc:Main.General_information.Smart_Communications.WebHome]]
137 -* [[Основные понятия и возможности Smart Communications>>doc:Main.General_information.Smart_Communications.Basic_terms.WebHome]]
138 -* [[Плагин для работы с продуктом Smart Communications>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="Smart Communications"]]
139 -* [[Часто задаваемые вопросы>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]], связанные с работой Smart Communications
140 -)))
141 -
142 -|(% style="border-color:white; width:20%" %)(((
143 -{{lightbox image="Role_creation.png"/}}
144 -)))|(% style="border-color:white" %)(((
145 -To work with the module in [[Permissions and Roles>>doc:Main.Usage.MMP.System_settings.Permissions_and_roles.WebHome]] you need to grant the permission **Rights to access the Smart Communications section** and one of the following permissions (depending on the user role):
146 -
147 -* Contact Center Operator rights for the Smart Communications module;
148 -* Marketer's rights to the Smart Communications module;
149 -* Analyst rights to the Smart Communications module;
150 -* Designer rights to the Smart Communications module;
151 -* Administrator rights to the Smart Communications module.
152 -
153 -(% class="box infomessage" %)
154 -(((
155 155  **Notes:**
156 156  
157 -1. For all users (except for the Administrator) it is necessary to give additional permission **The MMP user has the right to view Partners**.
158 -1. To work with API methods, you need to grant **Rights to API to the Smart Communications module**.
128 +* It is required to additionally grant a permission** Platform user has the right to view companies** for all users (except for the Administrator).
129 +* To work with API methods, it is required to grant a permission **Platform user has the Smart Communications API access**.
159 159  )))
160 -)))
161 161  
162 162  (% class="box" %)
163 163  (((
164 164  **Read also:**
165 165  
166 -* [[Frequently asked questions related to the operation of the Smart Communications product>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]]
136 +* [[General information about Loymax Smart Communications >>doc:Main.General_information.Smart_Communications.WebHome]]
137 +* [[Basic concepts and features of Smart Communications>>doc:Main.General_information.Smart_Communications.Basic_terms.WebHome]]
138 +* [[Plugin that enables Loymax Smart Communications>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="Smart Communications"]]
139 +* [[Frequently asked questions>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]] related to Smart Communications
167 167  )))
Roles_SMC.png
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Created 2024/06/05 08:40
Last edited 2025/07/09 07:09

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